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Sending/sharing/emailing a record or scheduled report as an attachment


1 comment

  • Leeana Ramos
    Justin Mauldin commented  ·    

    Hi Kimberley,

    Thank you for contacting us with your question.

    We, unfortunately, do not currently have the ability to just attach your records in a file to your shared records and not have them display in the email message body. That is a great enhancement request to be added to the system for HIPAA compliance that I have logged with our engineers.

    As an alternative, we actually do have the Document Merge feature in the new 2.0 system now that would be a good workaround. It is a feature that has to be added to your account and something you would have to speak with your account manager Nina Berger about.

    We will be sure to alert you if/when your feature request is implemented into the system.

    Thanks again,



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